MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITEDActive

Company number 03180985Private limited companyIncorporated 1996

Key figures

£873,345-1.6%
Net assets 2024/25
+1.3%
Average annual growth 2019/20–2024/25
0250 k500 k750 k1 m2019/202020/212021/222022/232023/242024/25

Like most small UK companies, MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2024/25
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
0500 k1 m1.5 m2019/202020/212021/222022/232023/242024/25
Filed accounts2019/20–2024/25
2020/212021/222022/232023/242024/25
Cash at bank and in hand167,473591,302537,092680,599794,017
Total assets797,974850,3061,047,854982,4971,033,531
Total liabilities87,547177,998169,854138,754189,266
Net assets / total equity819,832751,464937,186887,310873,345
Average number of employees2021212323

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Summary: MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

Company

MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED is a private limited company registered with Companies House under company number 03180985. It was incorporated on 1 Apr 1996. Its status is active. The registered office is in Wiltshire (BA14). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999), activities of insurance agents and brokers (66220), financial management (70221).

Accounts

The latest accounts in the database are for 2024/25 (period ending 31 Mar 2025); the company files small company accounts (filleted). Net assets were £873,345, down 1.6% on the previous year. Cash at bank and in hand was £794,017. Total assets were £1,033,531 and total liabilities £189,266. The company had an average of 23 employees. Figures are available for 6 financial years (2019/20–2024/25).

Control and charges

2 persons with significant control are registered.

Filing deadlines

The next accounts are due by 31 Dec 2026. The next confirmation statement is due by 15 Apr 2027.